Jessie Marmolejo

Jessie Marmolejo is a seasoned financial professional with over 20 years of experience in investment and client services. Currently serving as a Senior Investment Specialist at Summit Financial since February 2002, Jessie has developed expertise in accessing financial information and managing client inquiries. Prior to this role, Jessie worked as a Client Portfolio Specialist at Morgan Stanley, handling transaction processing for shareholders and broker dealers. Early career experience includes a position as a Document Control Administrator and Social Worker at the Hudson County Department of Welfare & Social Services, focusing on client interviews and service coordination. Jessie holds a Master's Degree in Education with a concentration in Child Development and a Bachelor's Degree in Psychology, both from Ashford University.